Tuesday, 23 July 2013 15:33

Technical Update: Investment advice Gamma

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Good Financial Planning can be worth its weight in gold but how do you define the actual value of advice in the investment process, the so-called "Gamma" factor that adds extra performance to a portfolio through picking the right funds and avoiding investment mistakes such as excessive risk.
Tuesday, 23 July 2013 15:26

Cover feature: Future of the Sipps sector

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Increased regulation and competition is spurring consolidation in the Sipp sector but what will the future hold? By Sally Hamilton.
David Gibson CFPCM of Gibson Financial Planning helps a young couple to think and plan ahead for their future as they adjust to the arrival of family life after the birth of their son.
Each month Financial Planner interviews leading planners, asking them to share best practice and the story of their firm's growth. This month we speak to Adrian Pickersgill CFPCM from Chatfield Private Client in Birmingham.
Tuesday, 25 June 2013 11:30

News analysis: Post-RDR survey

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Bruce Moss from eValue FE reviews the RDR and explains why there are already problems looming just six months into the new regime.
Each month Financial Planner asks a leading Financial Planner to share best practice from their business and the story of how they built their company. This issue we talk to James Harvey CFPCM of James Harvey Associates. 
Ethics is becoming an important topic for Financial Planners but what are the legal obligations?
Tuesday, 25 June 2013 11:24

Real life case study: Julie Lord of Bluefin

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Julie Lord FIFP CFPCM looks after an elderly widowed client who always left the finances to her husband and now needs help understanding how she can spend the money to help her family. 
Tuesday, 25 June 2013 11:20

Cover feature: Investment best practice

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In the post-RDR world, helping clients with their investment decisions has never been more important but how can Financial Planners and wealth managers keep up with the competition and follow best practice at the same time?
Wednesday, 15 May 2013 13:01

Back to the future for IFP Conference 2013

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For many the IFP annual conference is the highlight of the Financial Planning calendar. As the event approaches, Laura Dew takes a look at what delegates can expect at this year's conference including the inspiring keynote speakers.
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